• Chartwell Financial Group

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  • Chartwell Financial Group

    FINANCIAL SECURITY SIMPLIFIED

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  • Chartwell Financial Group

    FINANCIAL SECURITY SIMPLIFIED

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  • Chartwell Financial Group

    FINANCIAL SECURITY SIMPLIFIED

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  • Chartwell Financial Group

    FINANCIAL SECURITY SIMPLIFIED

    Learn More
  • Chartwell Financial Group

    FINANCIAL SECURITY SIMPLIFIED

    Learn More
  • Chartwell Financial Group

    FINANCIAL SECURITY SIMPLIFIED

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Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Employee Benefits

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Investment Strategies

Investment planning and retirement planning to help you achieve your financial goals.

Latest news

TFSA vs RRSP – What you need to know to make the most of them in 2021

Both TFSAs and RRSPs can be significant savings vehicles for your clients. We've put together an article to help your clients easily understand the differences between them – with one section focussing on differences in deposits and one focussing on differences in withdrawals. The deposit section focuses on: • How much contribution room is available each year • How carry forward works for TFSAs and RRSPs • Tax deductibility of contributions • Tax treatment of growth The withdrawal section focusses on: • Conversion requirements • Tax treatment of withdrawals • Impact of withdrawals on government benefits • Impact of withdrawals on contribution room

2021 Financial Calendar

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything you need to know in one place!

Government of Canada to allow up to $400 for home office expenses

For the 2020 tax year, the Government of Canada introduced a temporary flat rate method to allow Canadians working from home this year due to Covid-19 to claim expenses of up to $400.